Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• License reimbursement
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule

ABOUT OUR AGENCY:
Since opening the agency in 2014, we've built a close-knit team of four professionals dedicated to helping customers make informed decisions and feel confident about protecting their future. Before becoming an agent, I spent four years as an aspirant preparing to open my own agency and worked in real estate prior to that experience. Those roles taught me the importance of building trust, providing guidance, and always putting the customer's needs first.

As someone who was born and raised in this area, serving the local community is especially meaningful to me. I attended Clemson University and, fun fact, have an identical twin brother. Being deeply connected to the community helps me understand the needs of the people and families we serve every day.

At the heart of our agency is a commitment to integrity. Our role is to help customers feel comfortable and confident with their current insurance and financial decisions, and we believe that only happens when we consistently do things the right way. We take pride in providing honest guidance, building lasting relationships, and putting our customers' interests first.

We're looking for someone who shares those values. The ideal team member has a growth mindset, brings a positive attitude to work each day, takes initiative, and is motivated to succeed. If you're a self-starter who enjoys helping others, values integrity, and wants to grow both personally and professionally, you'll fit right in with our team.

ROLE DESCRIPTION:
As an Account Representative for David George - State Farm Agent, you are vital to our daily business operations and customers’ success. You help grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of customers by proactively marketing relevant products and services.

RESPONSIBILITIES:

• Develop leads, schedule appointments, identify customer needs, and market products and services to help meet those needs. 
• Establish customer relationships and follow up with customers, as needed. 
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding product availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Promote successful and long-lasting customer relations.

QUALIFICATIONS:

• Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
• Experience in managing customer relationships preferred.
• Interest in marketing products and services based on customer needs.
• Communication skills - written, verbal, and listening.
• Dedicated to customer service.
• Able to anticipate customer needs.
• Able to effectively relate to customers.